Insert Name of Project [Here]

Project Initiation Document

(PID)

Contents
1 Document Control 4
1.1 Document History 4
1.2 Approvals 4
1.3 Supporting Documents 4

2 Purpose of this Document 5

3 Executive Summary 5

4 Project Summary 5

4 Project Definition 5
4.1 Project Purpose 5
4.2 Project Scope 5
4.3 Business Impact Benefits 6
 Project Initiation Document

4.4 Project Objectives and Key Deliverables 6

4.5 Pre-requisites, Assumptions, Constraint and Dependencies 7
1. Pre-requisites 7
2. Assumptions 7
3. Constraints 7
4. Dependencies 7

6 Project Plan 7
6.1 Phases of the Project 7
6.2 Project Schedule and Milestones 8

7 Project Budget 8
7.1 Budget Summary 8
7.2 Net Present Value 9

8 Project Organisation 9
8.1 Project Roles & Responsibilities 9
8.1 Project Board (if any) 10

9 Governance 10
9.1 Stakeholder Engagement Strategy 10
9.2 Governance model 10
9.3 Governance boards 10
9.4 Escalations 10

10 Project Controls 10
10.1 Project Reporting 10
10.2 Project Meetings 11
10.3 Change Control 11

11 Risk and Issue Management 11

11.1 Risk Management 11
11.2 Issue Management 12

12 Communication Management 12
12.1 Stakeholders 12

13 Quality Management 12
13.1 Acceptance Criteria 13

14 Project Initiation Approval 13

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1 Document Control

1.1 Document History

Date Version Author Comments

1.2 Approvals

Version Approval Date Approver Details

1.3 Supporting Documents

Document Location Owner

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2 Purpose of this Document

The purpose of this document is to define the scope, plans, structures and procedures
applicable to the delivery and management of this project.
The Project Initiation Document (PID) provides the Project Sponsor and higher level
management with a definitive statement defining the project for management purposes and
baseline for reporting purposes.
This Project Initiation Document will, if necessary, be updated ready for the start of
subsequent project phases or as a result of changes. It should be read in conjunction with
the project change log, to ensure all approved changes which are not reflected in the
document are understood.

3 Executive Summary

4 Project Summary
The project is summarised as follows:

Project Title
Project Number
Project Sponsor
Approval Body
Approved Budget
Project Lead

4 Project Definition

4.1 Project Purpose

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4.2 Project Scope

In Project Scope Out of Project Scope

1. 1.
2. 2.
3. 3.
4. 4.
5. 5.

4.3 Business Impact Benefits

Run, Grow or Transform the Business (select one)

[ ] Run the business [ ] Grow the [ ] Transform the
business business
This project will support the
continued delivery of business This project will focus on This project enables the
operations by improving quality, the enhancement of business to deliver
reducing costs/risks, or meeting business processes that innovative new business
compliance requirements. will improve the value models that differ
proposition to our significantly from how
customers, thereby services have traditionally
allowing the business to been provided
increase revenue and
customer equity
Impact Goals
Area Impact Goals Measures of Success
1. 1.
Organisational Impact 2. 2.
3. 3.
1. 1.
Behavioural Impact 2. 2.
3. 3.

4.4 Project Objectives and Key Deliverables

Major Objective 1 Owner / Approver

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Objective Description

Key Deliverables Date Constraints

(Measures of Success)
1. 1.
2. 2.
3. 3.
4. 4.

In Scope (for the Objective) Out of Scope (for the Objective)

1. 1.
2. 2.
3. 3.

(Replicate as needed for additional key objectives)

4.5 Pre-requisites, Assumptions, Constraint and

Dependencies

5 Pre-requisites

6 Assumptions

7 Constraints

8 Dependencies

6 Project Plan

6.1 Phases of the Project

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The following are the primary work packages and deliverables within each project phase.
Initiation Phase Work package 1 Deliverable 1
Deliverable 2
Deliverable 3
Work package 2 Deliverable 1
Deliverable 2
Work package 3 Deliverable 1
Deliverable 2
Deliverable 3
Execution Phase Work package n Deliverable 1
Deliverable 2
Deliverable 3
Work package n+1
Closure Phase

6.2 Project Schedule and Milestones

Milestone Title Milestone Description Dependency Target Date

7 Project Budget

7.1 Budget Summary

The table below is a summary of the project costs by category.

Cost item Cost Type Cost (€k)

Existing Staff Costs Labour
Incremental Staff Costs Labour
Capital Costs (CAPEX) Non labour
Non Capital Costs (OPEX) Non labour

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Contingency for known risk Non labour

Reserve Non labour
PROJECT BUDGET TOTAL
Cash Flow
Type Year 1 Year 2 Year 3
Labour
Non labour

7.2 Net Present Value

8 Project Organisation

8.1 Project Roles & Responsibilities

The key roles are as follows:

Project sponsor The project sponsor is accountable either to the programme
sponsor (if part of a programme) or to higher management
team for the overall success of the project.
The project sponsor may appoint a Project Board.
Project manager The project manager is accountable to the project sponsor
for the management of the project on a day-to-day basis
within the constraints laid down by the project sponsor.
Business Change The business change manager is focused on benefits
Manager realisation management and is accountable to for
identifying, defining and tracking benefits.
Work Stream Lead The work stream lead is accountable to the project
manager for the production of those deliverables defined in
the project plan to the required quality, within the prescribed
time-scale and cost constraints.
Project assurance Assurance covers all interests of sponsorship, including
business, user and stakeholder needs. It should be
independent of the programme and project manager.
Project support Person or team providing a support service for the
administrative aspects of a programme or project

Role Organisation Name

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Project Sponsor
Project Manager
Business change
manager
Team manager 1
Team manager 2
etc
Project support
Project assurance

8.1 Project Board (if any)

Role Organisation Name

9 Governance

9.1 Stakeholder Engagement Strategy

9.2 Governance model

9.3 Governance boards

9.4 Escalations

10 Project Controls

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10.1 Project Reporting

Project and exception reporting is carried out in accordance with the standard procedure.
Report Name Frequency Written By Recipients
Project Highlight Report Weekly Project Project Sponsor
Manager Team
Stakeholders

10.2 Project Meetings

The following project meeting schedule applies to this project.

Meeting Frequency Chaired By Attendees Purpose

Project Meeting weekly Project Team
Manager Managers

10.3 Change Control

Strict change control will be used to fully evaluate and implement any change to the
processes implemented under this project.
Change control on the project is carried out in accordance with the standard procedure.

11 Risk and Issue Management

11.1 Risk Management

The following are high level risks that apply to this project and measures that will be taken to
mitigate/manage those risks;

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Risk Probability Impact Mitigation

11.2 Issue Management

No. Issue
1
2
3

12 Communication Management
This section describes how communications will be managed on the project and how project
stakeholders will be kept informed during the project.

12.1 Stakeholders

stakeholder Comment

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13 Quality Management

This section will cover the approach to Quality Control and Assurance for the project.

13.1 Acceptance Criteria

Acceptance Criteria Metric (Units Description

14 Project Initiation Approval

By signing this Project Initiation Document (PID), approval is given for this project to proceed
based on the information in this document.

Proposed By:
____________________ ___________________
<< Insert Name >> << Insert Name >>
Project Manager Manager (Optional)
<< Insert Date >> << Insert Date >>

Approved By:

____________________

<< Insert Name >>

Project Sponsor

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<< Insert Date >>

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